Axial Financial Group welcomes Kurt Mogilnicki as new Wealth Management Consultant
Burlington, Massachusetts – Axial Financial Group (AFG), announced that Kurt Mogilnicki has been named Wealth Management Consultant to their Hyannis, Massachusetts office. Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private investor / lender. In this new role, he will continue to develop relationships with a select number of families, retirees, corporate executives and business owners.
“We are thrilled to welcome Kurt to our team,” said Paul Miller, Managing Principal of AFG. Miller added, “His addition to the Hyannis office will be an important piece of Axial’s continued expansion in the greater Cape Cod region.”
Prior to joining Axial, Kurt was a Financial Advisor with Merrill Lynch, a Vice President and Financial Consultant at Rockland Trust’s Private Client Investment Management Group, and Managing Director at Brooks, Berkley & Chase.
Kurt holds a B.A. from Wheaton College in Massachusetts and is a lifelong resident of Cape Cod where he attended Sandwich High School and Tabor Academy. He is a member of the Estate Planning Council of Cape Cod and Philanthropy Partners of the Cape and Islands. Kurt holds FINRA Series 7 and 66 registrations and maintains Life and Health insurance licenses.
Kurt has a special love for Cape Cod and the ocean. When not in the office, Kurt is happiest spending time on the water with family and friends. Kurt is a resident of Barnstable Village with his wife Stacey and daughter Lilly.
The Axial Company is a privately-held, independent financial services firm specializing in wealth management, corporate employee benefits, and insurance. Our integrated approach to serving the needs of our clients on a wide array of business and personal matters enables our clients to seamlessly interact with us across all divisions; Axial Financial Group, Axial Benefits Group, and AxialFoy Insurance.